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May 13, 2013

Global Market Comments May 13, 2013 Fiat Lux Featured Trade: (MAY 15 GLOBAL STRATEGY WEBINAR), (JAPAN IS JUST GETTING STARTED), (THE PASSING OF A GREAT MAN)

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Don’t Miss the May 15 Global Strategy Webinar

My next global strategy webinar will be held on Wednesday, May 15 at 12:00 noon EDT. This one will be open to the public, so login in early to get a space. I’ll be giving you my updated outlook on stocks, bonds, commodities, currencies, precious metal, and real estate. The goal is to find the […]

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Japan is Just Getting Started

Constantly chained to my MacBook Pro at home writing this letter, it is not often that I am in the room when a major market-moving event occurs. That is what happened at the SkyBridge Alternatives Asset Conference (SALT) in Las Vegas on Thursday (click here for the link at http://www.saltconference.com/). I was listening to one […]

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The Passing of a Great Man

It was with a heavy heart that I boarded a plane for Los Angeles to attend a funeral for Bob, the former scoutmaster of Boy Scout Troop 108. The event brought a convocation of ex-scouts from up and down the West coast, and said much about our age. Bob, 85, called me two weeks ago […]

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May 10, 2013

Global Market Comments May 10, 2013 Fiat Lux Featured Trade: (THE REAL ESTATE MARKET IN 2030) (BREAKFAST WITH FED GOVERNOR BOB MCTEER), (TAKE A RIDE IN THE NEW SHORT JUNK ETF), (SJB), (JNK), (CORN) ProShares Short High Yield (SJB) SPDR Barclays High Yield Bond (JNK) Teucrium Corn (CORN)

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The Real Estate Market in 2030

Long time readers of this letter know too well that I have been hugely negative on the sector since late 2005, when I unloaded all of my holdings (click here for ‘The Hard Truth About Residential Real Estate’).  However, I believe that ‘forever’ may be on the extreme side. Personally, I believe there will be […]

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Breakfast With Fed Governor Bob McTeer

No one can explain the most complex economic and monetary issues in a simpler, more homespun fashion than former governor of the Federal Reserve, Bob McTeer. He is known for carrying around two yardsticks, one slightly longer than the other, to demonstrate to your average guy the monthly changes in employment. Bob argues that the […]

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Take a Ride in the New Short Junk ETF

When you look at the profusion of new ETF’s being launched today, you find that they almost always correspond with market tops. The higher the market, the greater the demand for the underlying, and the more leverage traders bay for it. The resulting returns for investors are disastrous. But occasionally a blind squirrel finds an […]

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May 9, 2013

Global Market Comments May 9, 2013 Fiat Lux Featured Trade: (THE RECEPTION THAT THE STARS FELL UPON), (NLR), (CCJ), (CORN), (WEAT), (SOYB), (DBA), (EUROPEAN STYLE HOMELAND SECURITY) Market Vectors Uranium+Nuclear Enrgy ETF (NLR) Cameco Corporation (CCJ) Teucrium Corn (CORN) Teucrium Wheat (WEAT) Teucrium Soybean (SOYB) PowerShares DB Agriculture (DBA)

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The Reception That the Stars Fell Upon

My friend was having a hard time finding someone to attend a reception who was knowledgeable about financial markets, White House intrigue, international politics, and nuclear weapons. I asked who was coming. She said Reagan’s Treasury Secretary, George Shultz, Clinton’s Defense Secretary, William Perry, and Senate Armed Services Chairman, Sam Nunn. I said I’d be […]

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European Style Homeland Security

The English are feeling the pinch in relation to recent events in Libya, and have therefore raised their security level from “Miffed” to “Peeved.” Soon, though, security levels may be raised yet again to “Irritated” or even “A Bit Cross.” The English have not been “A Bit Cross” since the blitz in 1940, when tea […]

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May 8, 2013

Global Market Comments May 8, 2013 Fiat Lux Featured Trade: (JULY 16 BERLIN STRATEGY LUNCHEON), (WHY BEN BERNANKE HATES ME)

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July 16 Berlin Strategy Luncheon

Come join John Thomas for lunch at the Mad Hedge Fund Trader’s Global Strategy Update, which I will be conducting in Berlin, Germany, at 12:00 noon on Tuesday, July 16, 2013. A three-course lunch will be followed by a PowerPoint presentation and an extended question and answer period. I’ll be giving you my up to […]

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Why Ben Bernanke Hates Me

I don’t just think he hates me. He truly despises me. In fact, he does everything he can to put me out of business. Take last Wednesday, for example, when the Federal Reserve Open Market Committee gave me and my views a complete thrashing. Additional quantitative easing was the last thing in the world I […]

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May 7, 2013

Global Market Comments May 7, 2013 Fiat Lux Featured Trade: (I’M OFF TO THE SALT CONFERENCE), (JULY 12 AMSTERDAM STRATEGY LUNCHEON), (BE CAREFUL! YOUR PC IS WATCHING), (TESTIMONIAL)

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